CRM guidance - how to customise your data

Guidance - 15 April 2019

Find out how you can customise your CRM to meet your local needs.

About this resource

The CRM comes with many features as standard, but it is possible for you to customise the CRM to be able to add your own fields to different areas and aspects of the CRM.
For example, you can create new activities, add new fields to existing activities, add or edit contact fields.

This resource is for CRM Administrators and explains more about how to customise the CRM to suit your local needs.

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